Bellwether Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Bellwether Advisors’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-71	Closed	-$4.25K	–	298
2025 Q2	$4.25K	Hold	71	–	–	﹤0.01%	437
2025 Q1	$4.25K	Hold	71	–	–	﹤0.01%	381
2024 Q4	$4.24K	Buy	+71	New	+$4.25K	﹤0.01%	392
2023 Q2	–	Sell	-71	Closed	-$4.22K	–	222
2023 Q1	$4.22K	Hold	71	–	–	﹤0.01%	315
2022 Q4	$4.22K	Hold	71	–	–	﹤0.01%	322
2022 Q3	$4K	Hold	71	–	–	﹤0.01%	335
2022 Q2	$4K	Hold	71	–	–	﹤0.01%	299
2022 Q1	$4K	Hold	71	–	–	﹤0.01%	382
2021 Q4	$4K	Hold	71	–	–	﹤0.01%	416
2021 Q3	$4K	Hold	71	–	–	﹤0.01%	390
2021 Q2	$4K	Hold	71	–	–	﹤0.01%	337
2021 Q1	$4K	Hold	71	–	–	﹤0.01%	312
2020 Q4	$4K	Buy	+71	New	+$4.26K	﹤0.01%	275

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bellwether Advisors's FTSM Position: Q3 2025 in Review

Bellwether Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 71 shares — an estimated $4.25K sold.

Bellwether Advisors first reported a position in FTSM in Q4 2020 and held it in 13 quarters. The position peaked at $4.25K in Q2 2025. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Bellwether Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 71 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $4.25K.
Bellwether Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's First Trust Enhanced Short Maturity ETF position peaked at $4.25K in Q2 2025.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.